Services for Individuals

Tax Planning and Preparation Services Tailored for Your Individual Needs

With the rapid changes and increasing complexity of today’s tax legislation, the need for professional guidance and expertise for individual tax planning and preparation has never been greater.

As net worth and earnings potential grows, prudent individuals seek guidance commensurate with the significance of their assets and income. While there are a multitude of providers available to service your needs, not everyone brings the depth and breadth of expertise and collaborative, responsive service available from CoNexus.

Individual Services Include:

Individual Taxes:

Tax Planning Services Designed to Save Money

Individual tax laws are often confusing, especially if you have investments, rental properties, or operate a business. Keeping current with the ever-changing tax rules at the federal level and from state-to-state is a complicated and time consuming process. The Alternative Minimum Tax (AMT) adds another layer of complexity. With current…


Estates & Trust:

Navigate Your Role as Executor or Trustee

Executors often face daunting challenges and complexities in administering estates.  Usually a close friend or family member is named as executor in a will because the decedent trusted him or her to carry out their wishes.  The role of executor can be a difficult, time-consuming and challenging job. with imbedded risks…


Credits & Incentives:

Use Tax Credits to Reduce Tax Liabilities

Legislative tax incentives encouraging certain investments and business activities are plentiful, but identifying the appropriate incentives and taking full advantage of them can be challenging.  Most individuals are not aware of the savings opportunities available to them and wind up leaving big dollars on the table…